See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 8-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,447 | $132,634-70.3% | $115,768-65.9% | $137,256-71.3% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.4%+25.6pp | 80.0%+20.0pp |
| Annual return | 13.66% | 160.70%-147.0pp | 100.46%-86.8pp | 220.34%-206.7pp |
| Employer contribution / active EE | $1,584 | $3,360-52.8% | $2,940-46.1% | $4,156-61.9% |
| Participant deferral / active EE | $8,011 | $5,619+42.6% | $4,917+62.9% | $6,407+25.0% |
| Admin fee / account holder | $1,374 | $15,028-90.9% | $12,439-89.0% | $12,270-88.8% |